Employee Education

The SECURE Act and Your Retirement

January 10, 2020 | posted in: Blog, Employee Education | by

You may have heard about the SECURE Act, but do you know about these 6 ways it might affect your retirement?  Learn more here.

Roth IRA Conversions Can Deliver Some Hidden Benefits

December 27, 2019 | posted in: Blog, Employee Education | by

Roth IRAs can be an appealing option for retirement savings; NOW may be a great time to consider making the move to a Roth.  Read more from Sarah O’Brien to learn why.

Is Rising Debt Affecting Retirement Decisions?

December 10, 2019 | posted in: Blog, Employee Education | by

Swelling numbers of Americans these days are working in retirement, taking part-time jobs and launching businesses. They’re also, however, breaking the mold in a potentially worrisome direction: embracing debt.  This is a troubling trend; here’s some advice about what to do about it, via Chris Farrell.

Thinking About Relocating To Trim Retirement Expenses?

November 18, 2019 | posted in: Blog, Employee Education | by

Some folks nearing retirement think about relocating to trim expenses; here are some “hidden” costs to consider as you weigh your options.

Think Virtual Reality Is Just For Kids?

November 12, 2019 | posted in: Blog, Employee Education, Plan Sponsor Corner | by

Not so fast…some companies are using it to help plan retirement!  VR and online visual aids are giving workers a better idea of how much they need to save; read more about how.

Preparing For Life After Retirement – It’s Not JUST The Financials!

September 25, 2019 | posted in: Blog, Employee Education | by

Planning for a financially successful retirement is critically important, but you need to prepare for it emotionally too! Read on for 10 tips to do just that.